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Comprehensive wealth services
At Kuhn, Loeb & Co., we provide tailored wealth, investment, and family office services for private clients, families, entrepreneurs, and family-controlled businesses.
We combine the agility, discretion, and personal commitment of an independent firm with access to a broad network of Swiss and international private banks, custodians, investment specialists, financing providers, and legal and tax advisers. Our approach is holistic and long term: we work with clients to preserve, structure, grow, and transfer wealth across generations.
Family governance
Effective family governance helps families make clear, structured decisions around shared wealth, family businesses, investments, and long-term priorities. We help clients establish governance frameworks that support transparency, continuity, responsible decision-making, and alignment between generations.
Succession planning
Successful wealth transition requires preparation, structure, and communication. We work with families and entrepreneurs to develop succession plans that support continuity across generations, whether relating to investment assets, operating businesses, family holding structures, or broader family objectives.
Inheritance & cross-border planning
For internationally connected families, inheritance planning can be complex. In collaboration with trusted legal and tax advisers, we help clients coordinate inheritance, estate, and cross-border structuring considerations, protecting family wealth and ensuring a smooth transfer to future generations.
Private investment opportunities
Private markets and direct investment opportunities can play an important role in long-term wealth creation. Through our network, we provide access to selected private asset opportunities, specialist fund managers, and investment themes across private equity, private credit, real assets, venture capital, and other alternative strategies.
Banking, custody & financing
As an independent partner, we help clients access and compare Swiss and international private banking, custody, Lombard lending, real estate financing, and other credit solutions. Our role is to help clients select the right providers, negotiate effectively, and maintain a clear overview of their broader financial arrangements.
Wealth & asset management
Through discretionary and advisory investment mandates, we provide portfolio construction, asset allocation, risk management, manager selection, and ongoing investment oversight tailored to each client's objectives, liquidity needs, risk profile, and personal preferences.
Sustainable & values-based investing
Where appropriate, we support sustainable, impact, and values-based investment strategies, helping families define how their wealth can reflect their principles while remaining consistent with their financial objectives.
Consolidation & oversight
Complex wealth often spans multiple banks, asset classes, jurisdictions, and advisers. We provide consolidated reporting, independent oversight, and coordination across client relationships, helping families maintain clarity, control, and confidence over their total wealth position.
